APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$632 ﹤0.01%
75
2227
$630 ﹤0.01%
28
2228
$627 ﹤0.01%
25
-1,399
2229
$624 ﹤0.01%
58
2230
$622 ﹤0.01%
20
2231
$582 ﹤0.01%
300
2232
$579 ﹤0.01%
125
2233
$570 ﹤0.01%
+50
2234
$569 ﹤0.01%
156
2235
$563 ﹤0.01%
+30
2236
$526 ﹤0.01%
50
2237
– –
0
2238
$493 ﹤0.01%
207
2239
$485 ﹤0.01%
+16
2240
$464 ﹤0.01%
200
2241
$458 ﹤0.01%
56
2242
$429 ﹤0.01%
8
2243
$428 ﹤0.01%
5
+3
2244
$419 ﹤0.01%
+67
2245
$419 ﹤0.01%
25
2246
$418 ﹤0.01%
44
2247
$417 ﹤0.01%
100
2248
$396 ﹤0.01%
20
2249
$383 ﹤0.01%
25
2250
$370 ﹤0.01%
20
88 89
90
91 92